Alec L Nielsen

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → 10/2018
  Broker Dealer Financial Services Corp
  West Des Moines, IA
• 10/2018 → 04/2019
  N/A Unemployed
  West Des Moines, IA
• 04/2019 → 05/2019
  Reclaimed Rails Brewing
  Bondurant, IA
• 05/2019 → 10/2022
  Symetra Life Insurance Company
  West Des Moines, IA
• 05/2019 → 10/2022
  Symetra Securities, Inc
  Bellevue, WA
• 04/2023 → Present
  Wells Fargo Clearing Services, Llc
  Des Moines, IA
• 10/2022 → 04/2023
  Unemployed
  Waukee, IA

Previous Registrations

• 2016-04-04 → 2018-10-20
  Investment Advisors Corp
  West Des Moines, IA
• 2015-06-24 → 2016-03-10
  Arete Wealth Advisors, Llc
  West Des Moines, IA
  Chicago, IL
• 2014-05-23 → 2015-06-10
  Synergy Investment Group, Llc
  Kannapolis, NC
• 2011-08-31 → 2012-08-28
  Dewaay Capital Management
  West Des Moines, IA

Exams

• S66 Uniform Combined State Law Examination
  2011-08-30

Designations

• Chartered Financial Consultant

Other Names

• Alec Nielsen
• Alec Leon Nielsen